Welcome to our site!

We are experienced, qualified financial institution professionals dedicated to helping smaller and mid-sized Canadian financial institutions with their special needs in the area of treasury.

We are a small, flexible firm that can deliver timely results at a very competitive cost.

As former treasury practitioners working in credit unions, trust companies and banks within the small and mid-sized segment, we have extensive experience in treasury operations and best practices.

We want to share our experience with you.